Amber
Jones

Onedigital Investment Advisors

CRD#6385251
Investment Advisor
in Henrico, VA

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About this Advisor

Amber Jones is a financial advisor based in Henrico, Virginia, working with Onedigital Investment Advisors. Amber has previously held positions at The Vanguard Group, Inc, Tiaa-Cref Individual & Institutional Services, LLC, Tiaa, and Onedigital Investment Advisors LLC. Amber has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Virginia. Currently, Amber is part of Onedigital Investment Advisors, which operates out of Henrico, Virginia. The firm has 83 offices and 550 employees. The firm manages assets totaling $107.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Onedigital Investment Advisors includes asset-based, hourly, fixed, and performance-based fees.

Certifications and Registrations

Series 66, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

9954 Maryland Drive Suite 2200
Henrico, VA 23233

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Onedigital Investment Advisors Brokerage Details

Total Assets Under Management

$107,102,318,821

VA Average: $2,243,162,756
Total Number of Employees

550

VA Average: 44
Total Number of Accounts

57,121

VA Average: 4,091
Average Account Size

$1,875,008

VA Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Amber Jones Work History

2023 - Present (1 year)

Onedigital Investment Advisors LLC

2016 - 2023 (7 years)

Tiaa-Cref Individual & Institutional Services, LLC

2016 - 2023 (7 years)

Tiaa

2014 - 2016 (2 years)

The Vanguard Group, Inc

Disclosures

Please visit the SEC profile of Amber Jones to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Onedigital Investment Advisors

Donald Bateman
Knoxville, TN
Ashley Hudson
Pensacola, FL
Allie Rivera
Overland Park, KS
Katie Calpin
West Harrison, NY
Jonas Boyer
Overland Park, KS
Ruth Rivera
Round Rock, TX
John Carey
Overland Park, KS
Mindy Filer
Hummelstown, PA

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